By using the Export Data feature in your Aspire account, you can seamlessly integrate your Aspire data with SAP Business One for efficient reconciliation, data tracking and auditing, and reporting.
The Export Data feature allows you to export the following data from Aspire in SAP Business One-specific formats, along with attachments. Simply click on the links provided below:
How can I import Aspire Account Statement into SAP Business One?
- Navigate to "Export Data" on Aspire and select "Account Statement"
- Select the relevant filters in case you want to filter the data for your export and then select the "SAP Business One" to export your statement
- Open SAP Business One software
- From the SAP Business One Main Menu, choose Banking > Bank Statements and External Reconciliations > Process External Bank Statement
- To record transactions from a bank statement, from the G/L Account dropdown list, select G/L Account. Specify the code of the G/L account for which you want to record the statement and choose the Import from File button.
- The Import External Bank Statement window appears. Current Balance displays the current balance of the selected account as it appears in the Current Balance field in the last row of the G/L account in the Process External Bank Statement window.
- From the Bank Format dropdown list, choose the relevant file format of the electronic file provided by the bank.
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Choose the Browse button to search for the file on your computer. After you choose a file, the table displays the information stored in the file.
SAP Business One calculates the account balance as if the transactions had been recorded in the SAP Business One database and displays this balance in the Projected Balance field.
- To add the data displayed in the table to the Process External Bank Statement window, choose the Read button.
How can I import Aspire Expenses into SAP Business One?
- Navigate to "Export Data" on Aspire and select "Money Out"
- Select the relevant filters in case you want to filter the data for your export, and then select "SAP Business One" to export your statement
- Log on to the company in SAP Business One, into which you want to import the data.
- Choose Administration > Data Import/Export > Data Import > Trans. Import from External Software. A browser window will open.
- Choose your Aspire expenses data and select Open. The Messages window displays the success and error messages at the end of the procedure.
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